Latest Stock Portfolios of the World's Best Investors & Hedge Funds

Name AUM AUM
Growth 		AUM
Growth % 		Quarter Return 3 Year Return Holdings
ATIA
4751
American Trust Investment Advisors
New Hampshire
$244M +$38.5M +19% 8.5% 95.4% 110
NLP
4752
Next Level Private
New York
$244M +$25.4M +12% 7.36% 73.8% 144
ASI
4753
All-Stars Investment
Hong Kong
$244M -$36.1M -13% 11.1% 42.5% 4
SLA
4754
Silver Lake Advisory
Utah
$244M +$22.2M +10% 9.14% 46.4% 99
FPWM
4755
FSB Premier Wealth Management
Iowa
$244M +$22.5M +10% 6.52% 41.5% 206
HIP
4756
Hengistbury Investment Partners
United Kingdom
$244M +$5.45M +2% 9.04% 118% 6
BCM
4757
Beddow Capital Management
Wyoming
$244M +$15.3M +7% 6.46% 53.8% 60
JAM
4758
JCIC Asset Management
Ontario, Canada
$244M +$842K +0.3% 3.34% 41% 108
EP
4759
Essential Planning
New Hampshire
$244M +$16.5M +7% 4.85% 30.1% 83
T
4760
Tidemark
California
$244M +$26.3M +12% 5.48% – 643
TWCM
4761
True Wind Capital Management
California
$244M +$41.6M +21% 35% 177% 2
DI
4762
DAGCO Inc
Ohio
$244M +$18.2M +8% 7.03% 50.2% 226
BFS
4763
Bare Financial Services
Pennsylvania
$243M +$53.3M +28% 6.5% – 159
BWM
4764
Biltmore Wealth Management
Arizona
$243M +$12.6M +5% 6.79% 44.5% 56
FCP
4765
Fosse Capital Partners
United Kingdom
$243M -$43.5M -15% 4.19% 124% 3
DC
4766
Dorval Corp
Minnesota
$243M +$16.5M +7% 6.14% – 30
BC
4767
Beaconlight Capital
New York
$243M +$45.7M +23% 11.6% 149% 34
GB
4768
Gunma Bank
Japan
$243M +$123M +102% 6.3% 10.7% 32
BFA
4769
Brown Financial Advisors
Ohio
$243M +$19.1M +9% 5.49% – 229
SA
4770
Skyline Advisors
Washington
$243M +$12.9M +6% 4.79% – 92
WF
4771
Whelan Financial
California
$243M +$19M +8% 6.91% 39.3% 43
HIM
4772
HGC Investment Management
Ontario, Canada
$243M +$25.4M +12% 3.51% 35% 127
PWM
4773
Proathlete Wealth Management
Florida
$243M +$31.5M +15% 5.92% – 59
BIP
4774
Blue Investment Partners
California
$243M +$22M +10% 4.31% – 52
EWM
4775
Elmwood Wealth Management
California
$243M +$18M +8% 4.42% 34.8% 132
189 190
191
192 193